Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$416.5M
36M shares
52-week range
$7.82 – $15.52
47% from low
Sector
PAPER MILLS
Exchange
NYSE
CS
P/S (TTM)
0.1
EV / FCF (TTM)
18.5
Magnera Corp is a supplier of a diverse portfolio of specialty materials comprised of organic and synthetic raw ingredients. The company markets its own products predominantly into stable, consumer-oriented end markets, including wipes, healthcare, adult incontinence, apparel, baby, feminine care, air filtration, and food and beverage, for disposable and durable applications. It also provides technical solutions in infrastructure markets. The company's operations are organized into two operating and reportable segments: Americas and Rest of World. It derives the majority of its revenue from the Americas, which manufactures products and components of personal care, including medical garments, wipes, dryer sheets, filtration, baby diapers and adult incontinence.
www.magnera.comNo one on the platform currently holds MAGN.
| Institution | Shares | Reported |
|---|---|---|
| Scion Asset Managementas of 2024-12-31 | 200,000 | $3.6M |
| Renaissance Technologiesas of 2024-12-31 | 36,704 | $666.9K |
No one on the platform has traded MAGN yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | — | — | — | |||
| Rev. Growth % | 46.5% | 28.4% | ||||
| Profit Margin % | -5.0% | -6.0% | -4.7% | |||
| Free Cash Flow Margin % | ||||||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +72.4% on the P/E track.
At today's price, your expected annual return is +73.3% on the P/E track.
At today's price, your expected annual return is +74.2% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $3.5B | +9.9% | $0.79 | $0.79–$0.79 | 14.5× | 1 |
| 2027 | $3.6B | +1.6% | $1.34 | $1.34–$1.34 | 8.5× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 1 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-06 | $0.31 | $-0.56 | -278.5% |
| 2026-05-07 | $0.09 | $-0.50 | -639.8% |
| 2026-02-05 | $0.10 | $-0.95 | -1025.9% |
| 2025-11-19 | $-0.08 | $-0.06 | +31.5% |
| 2025-08-06 | $0.03 | $-0.51 | -1816.6% |
| 2025-05-07 | $0.14 | $-1.15 | -905.9% |
| 2025-02-06 | $-0.10 | $-1.69 | -1590.0% |
| 2024-10-30 | $1.82 | $-0.26 | -114.3% |
| -1.22% |
| $587M |
| — |
| FLYXflyExclusive, Inc. | $1.12 | -0.00% | $90M | — |
| MGMistras Group, Inc. | $19.53 | -1.41% | $621M | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
Wall St is expecting 0.39 EPS for $MAGN Q4 [Reporting 11/25 AMC] http://www.estimize.com/intro/magn?chart=historical&metric_name=eps&utm_co
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$MAGN We're going to need a few things here. 1) FCF and leverage reduction the hits the guidance. 2) Analyst coverage initiations (Buy/OW ratings). 3) Shift away from European softness to strength. Until then, 25% FCF yield is just a claim the market isn't buying.
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https://www.marketbeat.com/earnings/reports/2026-8-6-magnera-corp-stock/ $MAGN Magnera Earnings Transcript
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MAGN Q3 2026 Earnings Summary $MAGN https://stocktwits.com/news/earnings/earnings/magn-q3-2026-earnings-summary/cZoB5AeRJJK
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$MAGN Q3 '26 Earnings Results & Recap Magnera Corp. is reaffirming its full-year free cash flow outlook, while holding to the lower end of its adjusted EBITDA guidance range for the remainder of the 2026 fiscal year.
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$MAGN highlighted its Q3 results with $857 million net sales and $22 million operating income, reaffirming full-year free cash flow outlook.
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$MAGN ✅ Consumer Cyclicals - Mid Cap - Below Intrinsic Value Price To Book: 0.48 (bargain value) F-Score: 7/9 🏦 3 Month Performance: 32.22% Analysts: 2x hold ratings 👨🔬 Highest Analysts Price Target: $16.00 (15% above Price) 🌟 (last 3 months) Range (12m) $7.82 - $15.52 💰 RSI: 62.68 (bullish) 📊 NEWSDESK (article idea is for MAGN only) 📰 https://uk.finance.yahoo.com/news/magnera-magn-shows-strong-execution-130856864.html
View on StockTwits ↗$MAGN Perhaps a bit of a rerating underway here finally. Great FCF story here. Deeply undervalued. Management just needs to keep executing on guidance, doesn't need any miracles.
View on StockTwits ↗Wall St is expecting 0.31 EPS for $MAGN Q3 [Reporting 08/12 AMC] http://www.estimize.com/intro/magn?chart=historical&metric_name=eps&utm_co
View on StockTwits ↗$MAGN launched the sale of its Caerphilly UK operations to Polyart Group.
View on StockTwits ↗$MAGN Don't want to jinx anything here, but this has been behaving wonderfully since last touching the trend line on 5/15. There are a lot of good looking technicals although I'd love to see more volume. It's just very unknown.
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$MAGN Share Price: $10.31 Contract Selected: Dec 18, 2026 $10 Calls Buy Zone: $1.70 – $2.10 Target Zone: $2.88 – $3.53 Potential Upside: 60% ROI Time to Expiration: 212 Days | Updates via https://fxcapta.com/stockinfo/
View on StockTwits ↗Wall St is expecting 0.31 EPS for $MAGN Q3 [Reporting 08/12 AMC] http://www.estimize.com/intro/magn?chart=historical&metric_name=eps&utm_co
View on StockTwits ↗
https://marketbeat.com/a/8647942/ $MAGN Magnera Q2 Earnings Call Highlights
View on StockTwits ↗$MAGN Good ER. FCF and deleveraging on track. This is deeply undervalued. I don't see why this can't be $40 if all continues to go according to plan. 24% current FCF yld in specialty materials...
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.